A VISIONFOR

2017 ANNUAL REPORT aging well 2017 ANNUAL REPORT

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BenRose1908 BenRose1908

Benjamin Rose Benjamin Rose Institute on Aging Institute on Aging

UPCOMING 2018 EVENTS— SAVE THE DATE!

Oct. 3 Katz Policy Lecture Nov. 8 110th Anniversary Event Oct. 16 ESOP Luncheon & Awards Dec. 6 Caregiving Conference

For more information visit benrose.org.

2 Front cover photo: The Musical Theater Project visits the Paul Alandt Lakeshore Rose Center for Aging Well, engaging young students and older adults in an intergenerational experience based on American musical theater. 1

table3 Welcome Letterof contents 4 Innovating Service Delivery 6 Expanding Research 8 Research & Education 10 Advocacy A VISION FOR AGING WELL 11 Financials 13 2017 Donors 20 Board of Directors & Senior Management 21 Strategic Plan 2017 ANNUAL REPORT

ABOUT THIS BOOK

This is the 2017 Annual Report of the Benjamin Rose Institute on Aging and its subsidiaries: Eldercare Services Institute, LLC, Rose Centers for Aging Well, LLC, Benjamin Rose Property, LLC, and ESOP (Empowering and Strengthening Ohio’s People).

The Annual Report is produced by the Institutional Advancement team: Anne-Marie E. Connors, Vice President of Institutional Advancement, Jeanne Hoban, Director of Marketing Communications, Jennifer Salkin, Marketing Communications Coordinator, 2 and Anthony Zacchino, Institutional Advancement Coordinator. Design: Studiothink. 3

dearFOR THE BENJAMINfriends, ROSE INSTITUTE ON AGING, THE YEAR 2017 WAS ONE OF PARTNERSHIP – BUILDING NEW CONNECTIONS AND STRENGTHENING EXISTING RELATIONSHIPS.

With our partners in the advocacy arena, We continue to expand partnerships with health delivery for older adults and families, and to we were able to educate legislators and the systems and other health and social service providers expand our positive impact on the lives of older public about important issues affecting their to ensure older adults and caregivers have access to people in Northeast Ohio and around the country. families. We helped prevent federal reductions the resources and supports they need. Sincerely, in important safety net programs, such as Long-time partner Empowering and Strengthening home-delivered meals, senior centers, and the Ohio’s People (ESOP) joined us as a subsidiary in near-elimination of the Senior Corps program. 2017. The merger has been mutually beneficial. It We provided education about elder abuse has expanded ESOP’s ability to help people of all prevention and advocated for passage of the ages improve their financial wellness and housing Richard Browdie Grassley-Blumenthal Elder Abuse Prevention and stability. For people currently receiving services President & CEO Prosecution Act of 2017, which was signed into from Benjamin Rose, the merger has also increased law by President Trump on October 18. access to the education and resources they need

Partnerships are also important to the work we to age in place with financial and housing security. A VISION FOR AGING WELL do providing direct services to older adults and In the back of this annual report, you will find Emily Drake conducting research to improve care and quality our 2016-2020 Strategic Plan, which continues Chairperson, Board of Directors of life for older adults and caregivers. Our East to guide our work in developing strategic Cleveland Rose Center for Aging Well moved partnerships as well as the other activities you will into a brand new facility in 2017, thanks to our read about in this Annual Report. partnership with The Salvation Army. Through our partnership with the National Council on Aging, In November 2018, Benjamin Rose Institute on Anthem and the City of Cleveland Department of Aging will celebrate its 110th anniversary. We Aging, we reached hundreds of older adults with are confident that we are positioned to remain the Aging Mastery Program, providing them with a thought leader, to lead innovation in service practical tools and information for aging well. innovating serviceINNOVATIVE delivery PROGRAMS FOR AGING WELL

Dabney K. Conwell, MSSA, MSW, Vice President of Benjamin Rose Institute on Aging and Executive 2017 ANNUAL REPORT Director of Rose Centers for Aging Well, was selected as an inaugural fellow of The Innovation As a licensed provider, the Rose Centers offered Mission in 2017 by The Sisters of Charity Foundation additional AMP programs with the City of of Cleveland, in partnership with Cleveland Cleveland Department of Aging and Anthem. Leadership Center. Conwell is among five Cleveland- Delivery of innovative programs expanded area professionals who began in fall of 2017 to beyond the Rose Centers’ walls. The Rose research their ideas to disrupt the cycle of poverty. Centers provided leadership for One Call for The fellowship has enabled Conwell to investigate Wellness, a coordinated programming initiative whether the number of hospital readmissions of low- that offers a one-stop-shop for evidence-based, income older adults can be reduced by providing Infographic describing Rose Center’s Executive Director evidence-informed and other health and wellness a daily delivered hot meal upon hospital discharge. Dabney Conwell’s project as an Innovation Mission fellow. programs for older adults. By offering a menu The project has the potential to have a direct, of programs from multiple organizations, One positive impact on the more than 22% of older Call for Wellness makes it easier for senior Clevelanders who live in poverty. center directors and others in Cuyahoga County In addition to taking creative approaches to nutrition to access and schedule high-quality programs services, the Rose Centers for Aging Well expanded that promote health and wellness. The initiative the use of evidence-based and evidence- launched in March 2017 as a partnership among: informed programs for older adults throughout Benjamin Rose Institute on Aging, City of the year. Center participants enjoyed interactive, Cleveland Department of Aging, Empowering intergenerational programs from The Musical Theater and Strengthening Ohio’s People (ESOP), Fairhill Project. They also brushed up on the basics of Partners, Greater Cleveland Food Bank and the aging well with the Aging Mastery Program (AMP) Rose Centers for Aging Well. The initiative is developed by the National Council on Aging. The funded in part through a Senior Center Innovation The Musical Theater Project visits the Ernest J. Bohn Rose AMP program helps people develop sustainable Grant awarded by the Cuyahoga County Division Center for Aging Well. behaviors to improve their health, economic of Senior and Adult Services through the Health security, well-being and social participation. and Human Services Levy. 4 5

ALIGN SERVICES WITH CONSUMER PREFERENCES & EVIDENCE ON EFFECTIVE PRACTICES

INNOVATIVE PROGRAMS FOR AGING WELL ESOP JOINS BEHAVIORAL HEALTH REDESIGN BENJAMIN ROSE Long-time partner Empowering and Strengthening In late 2016, the state of Ohio through the Ohio Department of Medicaid and the Ohio Department Ohio’s People (ESOP) joined Benjamin Rose as a of Mental Health and Addiction Services, began restructuring the way mental health care is funded subsidiary, effective July 16, 2017. ESOP continues and delivered. As a service provider, Benjamin Rose Institute on Aging made several structural changes to operate as a distinct 501(c)(3) nonprofit to its services division, Eldercare Services Institute (ESI), in response to this statewide behavioral health organization with its own Board of Managers. redesign. While the impetus for change was external, the reorganization of mental health programs into Behavioral Health Services was also designed to improve the efficiency and effectiveness of the Benjamin Rose and services provided by the department. ESOP, a housing and financial counseling Behavioral Health Services now include: agency, have a successful history of collaboration. Mental Health Case Management delivered Mental Health Day Treatment, an intensive, Leadership of both organizations determined as Therapeutic Behavioral Services (TBS) and daily, three-hour group therapy service designed that a formal relationship would position both Community Psychiatric Supportive Treatment (CPST) to help older adults with mental illness continue nonprofits to grow in the future. The merger to enable older adults with mental illness to live in to live as independently as possible. Sessions also acknowledges the strong link that financial their homes or in the least restrictive environment. explore a variety of topics that assist older people wellness and housing stability have to physical with issues of daily life. health and well-being. Together, the organizations are broadening their impact on the lives of

Social Work Counseling/Psychotherapy A VISION FOR AGING WELL primarily low- and moderate-income older adults Services to assist older adults as they navigate by expanding services and supports to include changes in their lives and help them cope with home- and community-based services as well as the emotions that come with transition. tools, resources and expertise to help families manage their resources. The Eldercare Services Institute continues to provide other home and community-based services, The integration of both organizations’ operations including service coordination, fee-for-service social has provided significant administrative efficiencies. work case management and consultation, Senior The resulting cost efficiencies allow Benjamin Companion services, Adult Day services and Home Rose and ESOP to direct additional dollars to vital Care through our other home- and community- services and programs. based services and programs. ESOP staff and volunteers provide free income tax More information at esop-cleveland.org. preparation in Lakewood. More information at benrose.org/services. expandingBRI CARE CONSULTATION researchTM EXPANDS COAST-TO-COAST

By the end of 2017, 29 organizations in 10 states BRI Care ConsultationTM also is being integrated across the country had been licensed by Benjamin into the menu of home- and community-based 2017 ANNUAL REPORT Rose to offer BRI Care ConsultationTM. As a result services offered by Benjamin Rose. This will of this expansion of BRI Care ConsultationTM, give even more families access to the practical BRI Care ConsultationTM is an evidence-based thousands of families around the United States solutions and ongoing support offered through TM care-coaching program, developed through nearly have been touched by the program. BRI Care Consultation . 20 years of studies. The program empowers older Over the past five years, Benjamin Rose has More information at adults with chronic conditions and their caregivers to trained more than 150 Care Consultants and benrose.org/bricareconsultation. manage the chronic conditions with actionable care Supervisors across the country to deliver the plans, which helps improve care and quality of life. program within their organizations. The program TM BRI Care Consultation has been proven to reduce recently was added to the Administration emergency department and other hospitalizations for Community Living’s pre-approved list of among users. It also has been shown to reduce programs eligible for Title III-D funding through unmet needs among older adults and caregivers. the Older Americans Act.

SHARE FOR DEMENTIA LAUNCHES AS LICENSED PRODUCT

The evidence-based program SHARE for Dementia has helped many families cope with a diagnosis of early-stage dementia by providing counseling and information and helping them develop care plans that include the preferences and values of the person with dementia. In 2017, Benjamin Rose began licensing organizations to deliver SHARE and publicly launched an iPad app to assist SHARE counselors in delivering the program to families. The new technology enables SHARE counselors to keep track of sessions more easily, aids in reporting and provides an engaging tool to make sessions more interactive.

More information at benrose.org/share.

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GROWING & DEVELOPING EVIDENCE-BASED PROGRAMS

IDENTIFYING AND PREVENTING SELF-NEGLECT

Benjamin Rose Institute on Aging and its Some risk factors for self-neglect include living The earlier study led to increased collaboration partners at Texas Adult Protective Services alone, having cognitive deficits, and having among clinicians and APS workers and helped (APS), WellMed Charitable Foundation, WellMed limited resources. The project evaluation will identify more than 500 cases of abuse, neglect Medical Management and the Elder Justice assess whether the intervention group (those and exploitation. If the current intervention Coalition began collaborating on a project on who received the services mentioned above) had proves successful, it could help hundreds more self-neglect in late 2016. The project is funded by better outcomes than a control group in terms of avoid self-neglect by providing access to much- an Elder Justice Innovation Grant from the U.S. their physical and emotional well-being, whether needed supports and services. Administration for Community Living. It builds on they were more likely to remain at home, and More information on the ACL Elder Justice an earlier ACL-funded project to train clinicians in overall, if they had lower health care costs. Innovation Grants at acl.gov/programs. health care settings in Texas to identify, screen for and report elder abuse. In that study, self-neglect was by far the most commonly reported type of abuse (68% of allegations). Self-neglect has been linked to myriad physical and psychological health issues, higher mortality rates, and increased health care service use. A VISION FOR AGING WELL The focus of the current project is to screen for risk factors for self-neglect among older adults and people with disabilities in WellMed clinics in Texas. If evidence of self-neglect is found, individuals are referred to Texas APS for follow- up. Anyone identified as being at risk of self- neglect receives targeted long-term services and supports in order to prevent them from becoming self-neglecting in the future. The self-neglect project team presented findings at the 2018 American Society on Aging meeting. researchSHARING and EXPERTISE education

Staff from Benjamin Rose Institute on Aging have long been a Research Scientist, Katherine Judge, PhD, faculty member at fixture at national conferences, presenting findings on research Cleveland State University, were among the presenters from 2017 ANNUAL REPORT projects and information about the implementation of innovative across the country who shared their expertise and insights. programs. Those efforts were increased in 2017 as part of the In addition to presenting, Dr. Bass co-chaired a session titled strategic goal of increasing the dissemination of knowledge and “Involving Persons with Dementia as Study Participants.” information on aging. Staff throughout the organization were Results of the two-day summit were used to develop encouraged and received organizational support to present recommendations for research priorities for investigators, policy nationally on their areas of expertise. At the 2017 Aging makers and funders to ensure that evidence-based programs in America conference of the American Society on Aging, for that improve care are used now and that innovation continues instance, 11 staff members attended. For 2018, 45% more staff into the future. attended and 14 presentations were accepted at the national conference, including presentations on self-neglect, hoarding, The report from the summit is available at financial exploitation, evidence-based programs for older adults aspe.hhs.gov/national-research-summit-care-services- and caregivers, service delivery models and other topics. and-supports-persons-dementia-and-their-caregivers.

For a list of major presentations, visit benrose.org/news. The 2017 Benjamin Rose Caregiving Conference followed up on the National Summit, reviewing and expanding upon The expertise of Benjamin Rose was recognized through summit recommendations and exploring how they are likely invitations to present nationally. Staff presented in two to impact future research and services on care and caregiving. invited webinars for Grantmakers in Aging, an association The Summit Co-Chair, Katie Maslow, MSW, Visiting Scholar, of philanthropic funders in the aging field, and two invited The Gerontological Society of America, and Summit Advisory presentations at the National Adult Protective Services Committee member, Sarah Lenz Lock, JD, Senior Vice President Association (NAPSA) conference to share information about for Policy, AARP, served as keynote speakers. A panel of elder abuse and self-neglect. local researchers and service organizations discussed how Benjamin Rose also was part of the two-day National innovations in the care-related research and quality services Research Summit on Care, Services and Supports for underway in northeast Ohio are responding to and informing Persons with Dementia and Their Caregivers held in recommendations from the National Summit. The conference Washington, DC. Senior Vice President, David M. Bass, PhD, was presented with support from AARP. Assistant Director, Carol J. Whitlatch, PhD, and Adjunct Senior 8 9

INCREASE THE DISSEMINATION OF KNOWLEDGE & INFORMATION

ONLINE RESOURCE FOR EVIDENCE-BASED PROGRAMS FOR DEMENTIA CAREGIVING

Evidence-based programs for dementia caregiving can help The Center for Research and Education at Benjamin Rose is improve the ability of family and friends to assist a relative with leading the effort to develop content for the Online Resource, dementia. However, most organizations that serve people with reviewing 50 or more evidence-based programs designed to dementia and their caregivers are unaware of these programs help families dealing with a dementia diagnosis. The Family or do not know how to access them. To address this challenge, Caregiver Alliance will lead the development of the website to Benjamin Rose Institute on Aging and partners at the San help organizations compare and access programs. Ultimately, Francisco-based Family Caregiver Alliance began to develop a the Online Resource will be a clearinghouse for information on web-based resource to help health and social service organizations programs, including the real-world experiences of organizations compare, select and implement evidence-based programs and providers that have implemented these programs. for dementia caregiving. Work began in May 2017 thanks to a More information at benrose.org/news. $500,000 grant from The John A. Hartford Foundation. Additional grants received from Archstone Foundation ($200,000) and The Retirement Research Foundation ($121,074) completed funding for the 30-month project. A VISION FOR AGING WELL

Benjamin Rose and its subsidiaries were well again represented at the Katie Maslow, MSW, co-chair for the National Research Summit on Care, 2018 Aging in America conference. Services and Support for Persons with Dementia and Their Caregivers delivers the keynote address at the annual caregiving conference at Benjamin Rose. advocacyINCREASE THE DISSEMINATION OF KNOWLEDGE & INFORMATION

Benjamin Rose Institute on Aging joined partners Benjamin Rose worked for elder justice, The latter program was co-hosted with partner locally and nationally in several advocacy supporting the Elder Justice Act and working and now-subsidiary ESOP, Empowering and 2017 ANNUAL REPORT activities throughout the year to ensure that vital with partners at the Elder Justice Coalition Strengthening Ohio’s People. ESOP Executive services and supports remained available to to provide educational opportunities, such as Director Roslyn Quarto was named Vice older adults and caregivers. When cuts to home- a webinar on funding for the act and a public President of Advocacy for Benjamin Rose at delivered meals programs and congregate meals forum, Addressing Aging Policy: Looking Forward the time of the merger. were threatened, Benjamin Rose issued advocacy with a New Administration. The expertise and leadership Benjamin Rose alerts, shared fact-based information and Locally, Benjamin Rose became an active member provides nationally in the area of aging policy testimonials about senior hunger with local, of the Cuyahoga County Scam Squad to raise was recognized when President and CEO Richard state and federal legislators, and participated awareness about scams among families, co- Browdie was named a 2017 Influencer in in social media campaigns such as #SaveLunch. hosted a forum on Elder Abuse with the county Aging by Next Avenue, public media’s digital Adult Protective Services, and hosted a consumer publication covering issues for people 50 and program to help older adults and caregivers older. Each year, Next Avenue recognizes recognize and avoid frauds and scams. 50 advocates, researchers, thought leaders, innovators, writers and experts who continue to push beyond traditional boundaries and change the understanding of what it means to grow older. Browdie has spent 40 years advocating for the health and well-being of older adults, including his 16-year tenure as President and CEO of Benjamin Rose as well his service as the president of the American Society on Aging, the executive director of the National Association of Area Agencies on Aging and Pennsylvania’s Secretary of Aging.

More information at nextavenue.org/influencers. Brothers Frank and Lou at the Lakeshore Rose Center for Aging Benjamin Rose hosted a forum titled Addressing Aging Policy. 10 Well participated in the #SaveLunch advocacy campaign. 11

SOURCES OF PROGRAM SUPPORT financials ESOP & ESOP Realty $12,659,000* $634,000 | 4.1% Marketing Margaret Wagner Apartments $311,000 Eldercare Services Institute, LLC Income $644,000 | 4.2% 2.1% $2,062,000 | 16.3% Fund Raising Research $253,000 Income from Trusts $1,805,000 | 11.8% 1.7% $4,332,000 | 34.2% Advocacy $224,000 Benjamin Rose 1.5% Property, LLC $1,624,000 ESOP & ESOP Realty 10.6% $75,000 | 0.6%

Benjamin Rose Eldercare Property, LLC Services Income Institute, LLC $126,000 | 1.0% $3,327,000 21.7% Other Income

$171,000 | 1.4% A VISION FOR AGING WELL

Research Rose Centers $204,000 | 1.6% Grants for Aging Well $1,346,000 $3,195,000 Interest and Dividends 10.6% 20.9% $518,000 | 4.1% Administration Contributions** and Support Margaret Wagner Apartments $1,986,000 | 15.7% $3,268,000 | 21.4% $612,000 | 4.8%

Rose Centers for Aging Well COSTS OF PROGRAM SERVICES $1,227,000 | 9.7% $15,285,000 ** Include in-kind gifts * Revenue from sale of assets and gains on investments are not included. Audited financial statements by Howard, Wershbale & Co. are located in the Benjamin Rose Institute on Aging Finance Office. financials2017 FUNDING SOURCES GRANTS National Council on Aging OTHER SOURCES Gifts and Donations Alcohol, Drug Addiction and The Norma Witt Jackson Fund Alcohol, Drug Addiction and Great Lakes Realty

2017 ANNUAL REPORT Mental Health Services Board Mental Health Services Board of Ohio Department of Aging Greater Cleveland Food Bank of Cuyahoga County Cuyahoga County The Ohio State University Healthways Archstone Foundation Apartment Tenant Fees Retirement Research Foundation LSC Services Corp. Arizona State University Benjamin Rose Trust Funds Sisters of Charity Foundation of McGregor PACE Case Western Reserve University Benjamin Rose Property Cleveland LLC Leases Ohio Department of Medicaid The Cleveland Foundation University of Minnesota Buckeye Community Health Plan PASSPORT Medicaid Waiver Corporation for National and U.S. Department of Health Community Service CAHPS Survey Contracts United Healthcare and Human Services: Cuyahoga Arts & Culture CareSource New Market Tax Credits Administration for Cuyahoga County Division of Community Living Centers for Medicare and Ohio Department of Aging Senior and Adult Services Medicaid Services Ohio Department of Education U.S. Department of The Edwin T. and Mary E. Veterans Affairs City of Cleveland Older Americans Act, Title III Hamilton Fund WellMed Charitable Foundation Client Fees Research Evaluation Contracts Gerontological Society of Ohio Department of United Way America Western Reserve Area Developmental Disabilities Agency on Aging U.S. Department of Housing and The John A. Hartford Foundation Cuyahoga County Division of Urban Development Lake County-Willoughby-Eastlake Senior and Adult Services: U.S. Department of Veteran’s School District Community Social Affairs Louis, Celia, & Joseph L. Abrams Services Program Village of Oakwood Memorial Fund of the Jewish Options for Elders Federation of Cleveland Mount Sinai School of Medicine Evidence-Based Programs Contracts

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2017CHAIRPERSON’S donors Frances L. Snider Memorial Fund Ideastream PATRONS ($500.00 +) CIRCLE ($100,000.00+) Third Federal Savings & Loan Assn. Mrs. Yvette M. Ittu American Senior Magazine United Way of Greater Cleveland Western Reserve Area Agency Mr. & Mrs. Lee Janovitz Dr. David Bass & Dr. Katherine Judge on Aging Judson Retirement Community PRESIDENT’S CIRCLE Mr. & Mrs. Michael Biedenbach Mr. & Mrs. James K. Kaesberg ($25,000.00+) BENEFACTORS Mr. Robert Blancato Dr. Alice J. Kethley The Helen C. Cole Charitable Trust ($1,000.00+) Drs. Christopher Brandt & Ms. Christine Lobas Herbert F. Leisy, Jr. Trust American Foundation Corporation Beth Sersig Mrs. Lori A. Lozier Dr. E. Douglas Beach Ms. Kate Brown Mr. & Mrs. Brian Marita CHAMPIONS CIRCLE William J. & Jean M. Bergold Buckeye Health Plan ($10,000.00+) Mrs. Jennifer Markworth & Mr. Richard Bogomolny & Ms. Mr. & Mrs. James R. Carlson Anonymous Dale E. Markworth Patricia M. Kozerefski Mr. & Mrs. William Conway The Hankins Foundation Ms. Darleen McGeady Mr. & Mrs. Glenn Brown Ms. Dabney Conwell KeyBank Mrs. Bea McPherson Calfee, Halter & Griswold LLP Mr. & Mrs. Romney B. Cullers Mr. & Mrs. A. Malachi Mixon, III Mr. & Mrs. Frank P. Cardinale Mr. G. Geoffrey Dampeer ADVOCATES Mr. & Mrs. Charles J. Nock ($5,000.00+) Mr. & Mrs. Andrew & Mr. & Mrs. James A. Dayton Anne-Marie E. Connors Mr. & Mrs. Frank S. Novak Anonymous Mr. & Mrs. James N. Doan David & Inez Myers Foundation Mr. & Mrs. Dale Omori Dr. & Mrs. James Goldfarb, MD Mrs. Diane Downing Mrs. Sarah Dimling Mr. & Mrs. David Ostro Mr. Robert L. Oldenburg Mr. & Mrs. Robert Draper Ms. Cynthia H. Dunn PNC Foundation Matching Sisters of Charity Foundation Gift Program Dr. Susan Eagan

Edward A. & Catherine L. Lozick A VISION FOR AGING WELL of Cleveland Eaton Corporation Foundation Ms. Geralyn Presti & Dr. John Sedor Mr. & Mrs. Frederick Stueber Dr. Farida Ejaz Mrs. Oliver F. Emerson Dr. & Mrs. Leone M. Pullella Eliza Bryant Village Ms. Deborah Enty Mr. Edward H. Richard STEWARDS ($2,500.00 +) Mr. & Mrs. Andrew L. Fabens, III Ms. Kristen Lucas Mr. & Mrs. Dale M. Rothenberger, Jr. AARP Ohio State Office Mr. Bruce Fallick Mr. & Mrs. Thomas C. Gilchrist The Samuel H. & Maria Miller Ms. Nancy A. Adams Foundation Mr. & Mrs. Vincent Fiordalis, Sr. Dr. James E. Greene & Mr. & Mrs. Richard Browdie Dr. Giesele R. Greene Mr. Harvey Shankman Dr. & Mrs. Avrum I. Froimson Dr. Kathryn J. Bryan Mrs. John A. Hadden, Jr. Mr. Gregory P. Siek Mr. & Mrs. John E. Herman Mr. & Mrs. Mark & Suzanne Carle Mr. & Mrs. Kevin Johnson Mr. Robert Underhill Humana Cleveland Clinic Mrs. Katherine B. Hollingsworth Mr. & Mrs. Anthony Vegh Dr. Magnolia Jackson Ms. Emily A. Drake J. Horst Mr. Jerrold Wareham Ms. Barbara B. Janovitz Hyster-Yale Materials Handling HW & Company Ms. Marcia J. Wexberg, Esq. Jewish Family Service Association Mr. & Mrs. Jon H. Outcalt of Cleveland 2017Mrs. Beverly Katz donorsMr. & Mrs. Peter Galvin Mr. Neil T. Ruddock Ms. Carleen K. Carver Medical Mutual of Ohio Mr. George Gootee Ms. Rita Sachs Mr. Michael A. Clegg Montefiore & The Weils Mrs. Mary Groves The Sherwin-Williams Company Cleveland Sight Center Ms. JoAnn H. Morano Mr. & Mrs. David H. Gunning Mr. & Mrs. John Silvis Ms. Colleen Colbert

2017 ANNUAL REPORT Ms. Myrtle I. Muntz Mr. Christopher T. Hall & Mrs. Gretchen D. Smith Ms. Veronica K. Collins Mr. Henry Ott-Hansen Ms. Michelle Hall Mr. Jeffrey Sunshine Ms. Colleen Connor Mr. Henri Pell Junod Jr. Mr. & Mrs. Lawrence Hatch Visiting Angels Senior Homecare Mr. & Mrs. William E. Conway Mrs. Ella Quintrell Mr. & Mrs. William C. Hatch Mr. & Mrs. Jeff & Hallie Wasserman Ms. Christy Cunningham Mr. Norbert Rahl Mr. & Mrs. Paul Hilton Dr. Carol Whitlatch Mr. & Mrs. David W. Davenport Dr. Jack Richard Ms. Jeanne M. Hoban Mrs. Ann E. Deming Ronald McDonald House Mrs. Jeanne Hoffmeyer FRIENDS ($.01+) Ms. Louise P. Dempsey of Cleveland, Inc. The Kabb Law Firm Ms. Janet Adamo Ms. Natalie Dennis Mr. & Mrs. Frederick Tavill Ms. Michelle Keller Mr. & Mrs. Paul W. Alandt Ms. Jane Donnell Mr. Nelson J. Wittenmyer, Jr. Mr. & Mrs. Gerrit C. Kuechle Mr. Stephen Alexander Ms. Gloria Donnelly Mr. & Mrs. Christopher J. Zach Mr. Sanford Kutash Ms. Nicole Alexander-Williams Mr. Robert Eble Ms. Diane M. Lance Mrs. Barbara C. Andrews ESOP SPONSORS ($250+) Dr. & Mrs. Roger Langston Ms. Margot Baruch Mr. William E. Fehrenbach Anonymous (2) Ms. Norma Lerner Ms. Cynthia Bassett Ms. Maribeth Filipic-Katt Mr. Michael M. Billnitzer Mr. & Mrs. Bruce Loessin Mrs. Aloise O. Bates Mr. Dean Fisher Mr. & Mrs. Charles P. Bolton Mr. George P. Loomis Ms. Cynthia Bender Mr. & Mrs. Donald J. Fisher Mr. Timothy Boyle Ms. Valarie McCall Ms. Eva M. Benson Mr. Thomas A. Foster Mr. & Mrs. Gary L. Brahler Mr. & Mrs. Stanley A. Meisel Mr. & Mrs. Michael Benz Mr. & Mrs. Earl R. Franklin Mrs. Gwendolyn Byrd Mr. Jacob Meyer Ms. Lynn C. Berg Mr. Luke Frazier Mr. Robert Conrad Dr. Marjorie M. Moyar & Mr. & Mrs. Thomas G. & Louise Brick Mr. & Mrs. Laurence & Ms. Jennifer Corcoran Mr. Bert W. Moyar Ms. Annie Brooks Todd Jamie Friedman Cuyahoga County The Music Settlement Dr. & Mrs. William E. Bruner, II Mr. Jeffrey Galla Mr. & Mrs. James Dayton Mr. & Mrs. Steven Newman Mr. Brian Burkhard Mr. Jorge Gatica Mr. & Mrs. William M. Donley Ms. Sarah A. Ott-Hansen Ms. Lori-Ann Burlingame Ms. Nancy L. Gerson SUM - The Federal Reserve Bank Ms. Sarah E. Parker Ms. Patricia Camacho-Hughes Mrs. Nina Gibans of Cleveland Dr. Brendan Patterson Ms. Jennifer A. Cardellini Mr. & Mrs. Melvin Ginsberg Mr. Mark Fischer Ms. Roz Quarto Mrs. Linda Cardellini Mr. & Mrs. Sheldon Gisser Mrs. Patricia R. Frutig Mr. & Mrs. Alan Rosskamm CareSource Major Brian Glasco

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Ms. Marybeth Glasier Mr. & Mrs. Ronald D. Kohut Ms. Bonnie Paul Mr. & Mrs. Charles Smith Mr. Wardell Gooch & Dr. Denise M. Kresevic Ms. Victoria L. Pekar Mr. Joseph Smith Ms. Yvonne C. Gooch Mr. & Mrs. Gerrit C. Kuechle Mr. Patrick Peters Ms. Marcella Smith Ms. Phyllis Gordon Dr. & Mrs. Robert S. Kunkel Mr. & Mrs. S. Colin Petry Mr. & Mrs. Alan G. Smith Ms. Linda R. Granowitz & Dr. Frederic W. Lafferty Mr. Edward Piepmeier Ms. Mary McCann Mr. Murray Cohen Ms. Linda Lagunzad Councilman Michael D. Polensek Stephen J. Squeri & Theresa Squeri Mr. & Mrs. James H. Grant, Sr. Mrs. Jennifer B. Langston Ms. Charlotte Powells Mr. & Mrs. Robert Stein Ms. Linda Greytak Ms. Gloria Levine Progressive Insurance Dr. & Mrs. Richard Streem Mr. & Mrs. Robert & Sally Gries Ms. Nicole B. Lewis Mr. & Mrs. Robert & Sylvia Reitman Studiothink Ms. Deborah Gullian Mary Lipovan Mr. & Mrs. Erick & Erica Remer Ms. Kim Sullivan Ms. Letty L. Harris Ms. Wendy J. Looman Ms. Almuth E. Riggs Ms. Esther R. Swertloff Ms. Linda Hatcher Mrs. Catherine D. LoPresti Mrs. Barbara Robinson Ms. Danielle Sydnor Mr. & Mrs. Brad Helfman Ms. Lisa A. Lowe Ms. Laurie Rokakis Ms. Lisa Taylor Mr. Anthony W. Hiti, AIA Mrs. Katherine Marsh & Mrs. Miriam Rose Mr. & Mrs. Keith Teicher Mrs. Linda Holt Mr. Vlad Vekstein Ms. Amy Rosenfield Ms. Maria Thompson Ms. Jane Huml Mr. Joel Marx Mr. Joseph Ruby Ms. Valerie Toth Mr. Frederick Jackson Ms. Tracey N. Mason Mr. Jeffrey Sabatine Mrs. Hermine Union Ms. Kathryn Janoni Ms. Marlene McClain Mr. & Mrs. Gordon Safran United Way of Greater Atlanta Ms. Sandra Jeney Ms. Janice G. McKenzie Ms. Jennifer Salkin University Center of Aging & Health Mr. Justin Johnson Mr. Randall McShepard

Dr. & Mrs. Warren Salkin Mr. Eric Urdzik A VISION FOR AGING WELL Ms. Nancy Johnson Mr. & Mrs. A. G. Merriman, Jr. Ms. Jo M. Salupo Mr. George Weidinger Ms. Natalie J. Johnson Ms. Mary C. Michael Ms. Constance Sandberg Ms. Annabelle Weiss Mrs. Loretta Jones Mr. Brandon Miller Mr. John Hooper & Mr. Robert D. Weitzner Ms. Helen J. Kalski Mr. Robert Moll Ms. Rita E. Schraff Hooper Ms. Agnes Werbin Mrs. Charlotte Kaminsky Mr. & Mrs. Carmine L. Montana Mr. & Mrs. John D. Schubert Ms. Ashlee Williman Brother Daniel Q. Kane, CSC Mr. & Mrs. Melville Moses, Jr. Mr. & Mrs. John B. Schulze Ms. Melissa Winberry Ms. Ronna Kaplan Mr. & Mrs. Milton Moss Mr. & Mrs. Robert L. Schustak Ms. Karen Wittrock Mr. Kurt Karakul Ms. Karyn Mueller Mr. & Mrs. Dennis Schwartz Ms. Catherine Yandle Ms. Patricia M. Karr-Segal Mr. & Mrs. Alfred H. Oldenburg Mr. Jason E. Sehlmeyer Mr. Anthony L. Zacchino Ms. Betty J. Kemper Olivet Institutional Baptist Church Ms. Sonya Shultz Ms. Susan Paley Zak Ms. Sandra Kiely Kolb Mr. & Mrs. David M. O’Loughlin Simply EZ Home Delivered Meals Ms. Charlene Zatik Mr. Frederick Klein Ms. Grace B. Ordin of NE Ohio LLC TRIBUTE2017 GIFTS donors

In Memory Of

2017 ANNUAL REPORT Bernard Bauer William J. Judge Catherine D. LoPresti Barbara S. Oldenburg Ms. Phyllis Gordon Mr. and Mrs. Frank P. Cardinale Mr. and Mrs. Frank P. Cardinale Mrs. Barbara C. Andrews Mr. & Mrs. Andrew & Mr. and Mrs. Vincent Fiordalis, Sr. Mr. and Mrs. Alfred H. Oldenburg Donna Blume Anne-Marie E. Connors Ms. Jeanne M. Hoban Ms. Charlene Zatik Mark J. Pienkowski Mrs. Miriam Rose Mrs. Gretchen D. Smith Ms. Janice G. McKenzie Elaine Brackenridge Irvin Kalski Anne B. Ott-Hansen Ms. Carleen K. Carver Henry and Ida Richard Ms. Helen J. Kalski Mr. Henry Ott-Hansen Mr. Edward H. Richard Lois Bartholomew Conaway Ms. Sarah A. Ott-Hansen Elliott Kaminsky Dr. Jack Richard Dr. Carol Whitlatch Mrs. Charlotte Kaminsky Samuel R. Petry Alma and Dale Rothenberger Richard Corrado Mr. & Mrs. James N. Doan Jayson Kaminsky Mr. and Mrs. Dale M. Rothenberger, Jr. Mr. and Mrs. Donald J. Fisher Eaton Corporation Mrs. Charlotte Kaminsky Mr. & Mrs. Earl R. Franklin Evelyn G. Schaber Beatrice P. Daly Dora A. Karr Mr. Frederick Klein Mr. Stephen Alexander Mrs. Linda Cardellini Ms. Patricia M. Karr-Segal Mrs. Katherine Marsh and Edward Sears Mary Eble Mr. Vlad Vekstein Harry A. Karr Mr. and Mrs. Frank P. Cardinale Mr. Robert Eble Mr. & Mrs. David M. O’Loughlin Ms. Patricia M. Karr-Segal Mr. Edward Piepmeier Harriet Sherrod Mr & Mrs Billy Gullian Hilda Kennerdell Dr. and Mrs. Leone M. Pullella Ms. Catherine Yandle Ms. Deborah Gullian Mr. G. Geoffrey Dampeer Mrs. Hermine Union Edward Stein Stephen Hogan Kathryn ‘Bunny’ Loomis Doris A. Matthey Ms. Helen J. Kalski Mr. and Mrs. Frank P. Cardinale Mr. and Mrs. Frank P. Cardinale Mr. Norbert Rahl Sol Stein Ryan Housholder Mr. and Mrs. Vincent Fiordalis, Sr. Michael McCarthy Ms. Helen J. Kalski Mr. and Mrs. Frank P. Cardinale Mr. and Mrs. David Ostro Mrs. Miriam Rose Mr. George P. Loomis 16 Mr. and Mrs. Frederick Stueber 17

In Honor Of

Eva Avery Barbara B. Janovitz Elizabeth F. Stueber Ms. Marcella Smith Mr. Joel Marx Ms. Sandra Kiely Kolb Mr. and Mrs. Gerrit C. Kuechle David M. Bass, PhD Kathryn L. Kaesberg Ms. Wendy J. Looman Ms. Amy Rosenfield Ronald Taschner Mr. and Mrs. Frederick Stueber Ms. Marlene McClain Benjamin Rose Institute Center for Research and Education Mary S. Marita Carol Wimberly Dr. David Bass and Dr. Katherine Judge Mr. and Mrs. James H. Grant, Sr. Mr. Justin Johnson

Semanthie Brooks Robert L. Oldenburg Ms. Jeanne M. Hoban Anonymous

Lee M. Fisher Mr. and Mrs. Gerrit C. Kuechle Anonymous Geralyn Presti Almuth E. Riggs Drs. Christopher Brandt and Beth Sersig A VISION FOR AGING WELL Mr. and Mrs. Robert L. Schustak Ms. Patricia Camacho-Hughes Mr. and Mrs. Frederick Tavill The Music Settlement Robert D. Weitzner Roz Quarto James Goldfarb Mr. Patrick Peters Mr. Nelson J. Wittenmyer, Jr. Norbert Rahl Jeanne Hoffmeyer Ms. Wendy J. Looman Ms. Jennifer A. Cardellini Mr. and Mrs. Alan G. Smith Ms. Cynthia H. Dunn Harvey Shankman Dr. & Mrs. Avrum I. Froimson Jamie and Laurence Friedman Mrs. Jennifer B. Langston Mr. Robert Oldenburg Ms. Rita Sachs 2017THE LEGACY donors SOCIETY

Members of the 1908 Legacy Society have included the Benjamin Rose Institute on Aging in their estate plans or established endowment funds. These donors share a belief in our mission, services and purpose. Their commitment to 2017 ANNUAL REPORT Benjamin Rose will enable us to continue to thrive for future generations. If you have questions about becoming a Legacy Society member, or if you have made provisions for the Benjamin Rose Institute on Aging in your estate plans but do not see your name listed, please contact Anne-Marie E. Connors at 216.373.1608 or [email protected]. We would like to honor your commitment and dedication to Benjamin Rose.

Margaret F. Barnes Trust Mr. and Mrs. Vincent Fiordalis, Sr. Mr. Henry Ott-Hansen Mrs. Aloise O. Bates Mr. and Mrs. Peter Galvin Ms. Sarah A. Ott-Hansen Ms. Polly Clemo and Mr. Chuck Baird Mrs. Catherine R. Gerbic Mr. Edward H. Richard Phyllis J. Colarusso* Mr. and Mrs. Thomas J. Gruber Eleanor Delores Santos Estate Mrs. Lois H. Cole Mr. and Mrs. David H. Gunning Mr. Robert V. Schenk and Ms. Helen C. Cole* Mr. and Mrs. James K. Kaesberg Ms. Linda A. Richard Mr. and Mrs. William Conway Alice J. Kethley, Ph. D. Mrs. Elizabeth Hitchcock Rose* Dr. Adam B. Denison* Mr. Herbert F. Leisy Jr.* Mr. and Mrs. Dale M. Rothenberger, Jr. Miss Barbara Denison* Mr. Raymond Lusin Mrs. Faye M. Shapero* Mr. Dale Dettmer* Ms. Darleen McGeady Mr. and Mrs. Jackson G. Simpson Mrs. Dorothy Dettmer* Mrs. Margaret M. McGuire* Ms. Marcia J. Wexberg, Esq. Ms. Emily A. Drake Dr. Linda Noelker and Mr. Raymond Jason Mrs. Dorothy M. Young* Mrs. Oliver F. Emerson Mr. Robert L. Oldenburg and Oliver F. Emerson* Mrs Barbara Oldenburg*

*Deceased 18 19

IN-KIND GIFTS

5P Marketing District Janice Guhl Hammer Sprinly Accents Salon & Spa ESPN Radio John Robert’s Salon & Spa Studio Taylor Ms. Nancy A. Adams Food for Thought The Loving Hands Group Studiothink The Adcom Group Mr. Gary Brahler The Lu Jean Feng Clinic Ms. Susan Stewart Alson Jewlers Mr. George T. Weidinger Marigold Catering Tekogi Mr. Anthony L. Zacchino The Glass Asylum Mulholland & Sachs TownHall Restaurant Aspire Fitness GO2 Advertising NCM Theater Vitamix Beau Coiffure Salon & Spa Boutique Great Lakes Publishing Organizing 4 U WFHM 95.5 FM CBS Radio GV Artwork Phuel Cafe WJW-TV (Fox 8) The City Club of Cleveland Hands on Relaxation Playhouse Square Foundation WKYC Cleveland Clinic Wellness Institute Massage & Therapy Pre-ferd Maid Service WNWV-FM Cleveland Jewish News Hot Cards Quintana’s Barber & Dream Spa Hulu

Cleveland Orchestra Radius A VISION FOR AGING WELL The Color Loft iHeart Media Rock & Roll Hall of Fame Mr. and Mrs. Andrew and InterContinental Hotel Senior Transportation Connection Anne-Marie Connors J. Pistone’s

MATCHING GIFTS

Eaton Corporation Hyster-Yale Materials Handling PNC Foundation Matching Progressive Insurance Gift Program `

We have made every effort to ensure the accuracy of the information presented about donations to Benjamin Rose Institute on Aging or its affiliates in this publication. If you have any corrections, please call the Institutional Advancement Office at 216.373.1611. benjaminSENIOR rose MANAGEMENT institute on aging Richard Browdie, MBA Anne-Marie E. Connors, MAEd President & CEO Vice President, Institutional Advancement David M. Bass, PhD Dabney Conwell, MSSA, LSW 2017 ANNUAL REPORT Senior Vice President, Research and Education Executive Director, Rose Centers for Aging Well Vice President, Benjamin Rose Institute on Aging Frank P. Cardinale, MBA, CPA CFO & Senior Vice President, Finance and Susan L. Eagan, PhD Support Services Vice President, Strategic Development Mary S. Marita, MHSA, LNHA Roslyn A. Quarto, Esq. Senior Vice President & COO Executive Director, ESOP Vice President of Advocacy, Benjamin Rose Geneva Anderson, MLRHR Institute on Aging Vice President, Human Resources Corporate Compliance Officer Michael Billnitzer, SHRM-SCP Associate Director, ESOP Associate Vice President, Organizational Development, Benjamin Rose Institute on Aging

2017 BOARD OF DIRECTORS

Officers: Members: Emily Drake, Chair Nancy A. Adams Connie Hill-Johnson Cynthia H. Dunn, Vice Chair Barbara Bellin Janovitz Yvette Ittu Hermine Krasny, CPA, Treasurer Kathryn R. Bryan, PhD Maggie Jackson, PhD Marcia J. Wexberg, JD, Secretary Suzanne Carle Kathryn Kaesberg Elizabeth F. Stueber, Past Chair Sarah Dimling Denise Kresevic, PhD Deborah C. Enty Christine Lobas Patricia R. Frutig, JD Lori Lozier Amy Gilchrist, JD JoAnn Morano Sue Omori 20 Giesele Robinson Greene, MD 21 benjaminSTRATEGIC rose PLAN institute 2016-2020 on aging Adopted by the Board of Directors in April 2016, the 2016-2020 Strategic Plan of the Benjamin Rose Institute on Aging was developed through a series of interviews with national experts in the field of aging, community leaders, Board members, administrators and staff. It is intended to be a living document that will enable the organization to address the needs of an ever-changing environment while remaining true to its mission of advancing support for older adults and caregivers.

OUR MISSION OUR GOALS • Advance support for older adults and caregivers 1. Increase the dissemination of knowledge and information • Deepen the understanding of their evolving needs in to older adults, caregivers, professionals and policymakers a changing society. that is relevant to improving services and supports. • Develop and deliver innovative, high-quality solutions. • Promote effective public policies. 2. Expand current research on caregiving, service access and impact, and wellness; pursue new research topics OUR VISION and product development; and market research-based products to organizations and consumers. Benjamin Rose will be at the forefront of developing and delivering strategies that promote health and wellness 3. Align services in response to evolving consumer for older adults and caregivers. This will be accomplished preferences, sustainable partnership opportunities, through strong national and local partnerships with and evidence on effective practices. A VISION FOR AGING WELL healthcare institutions, community-based organizations, government agencies, universities and research institutes. 4. Promote an organizational culture that encourages the development of new ideas, methods and products. OUR CORE VALUES

We believe in and practice: 5. Create a new business model and funding strategies to • Advocacy on behalf of older adults and respect support organizational growth. for their intrinsic value and rights. • Recognition of all aspects of diversity and the importance of inclusiveness. • Engaging the talents of each employee to advance our mission. • Fiscal responsibility, resourcefulness and accountability. • Adhering to the highest standards of professionalism and ethical behavior. Nonprofit Org US Postage Paid Cleveland, OH Permit No 3601 11890 Fairhill Road Cleveland, Ohio 44120